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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,746 | $102,382+3.3% | $147,005-28.1% | $80,874+30.8% |
| Participation rate | 91.9% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 15.37% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,848 | $3,715-50.3% | $4,934-62.6% | $2,756-32.9% |
| Participant deferral / active EE | $6,769 | $6,646+1.8% | $8,070-16.1% | $4,297+57.5% |
| Admin fee / account holder | $1,590 | $7,942-80.0% | $13,006-87.8% | $6,935-77.1% |